IT PAYS TO BE PREPARED

Retirement Financial Planning Advice in Melbourne

​The thought of retirement stirs different emotions in everyone. Some of us can’t wait for the day when we are no longer part of the rat race, while others dread the thought of languishing at home with nothing to do. There are also many questions to be answered – will I have enough money? Do I need to sell my house? Am I eligible for the pension? How will I fund aged care?

At CREATE & PROTECT we want to take the stress out of your transition to retirement. By starting to plan early, we can ensure you have answers to your questions and a clear plan for how you can achieve the lifestyle you want in retirement. Our retirement planning strategies are created to help you retire successfully and enjoy a great lifestyle. You can focus on spending time with the grand kids, travel, or play golf, and let us take care of your financial affairs.

Retirement Planning in Australia

At CREATE & PROTECT, we understand that retirement is not just a financial event. There are new challenges and for a meaningful retirement, early retirement planning is essential. After all, retirement gives you the change to do what you most enjoy. With our retirement financial planning, we can help you smoothly navigate the challenges that you may come across. Our retirement income planning strategies are unique and designed to suit your particular situation. We begin by gaining a complete understanding of the financial needs and expectations of our clients to offer the best possible retirement planning strategy in Australia.

Important Questions

There are some fundamental questions that every person nearing retirement age should be asking themselves.

  • When do I want to retire?

  • What sort of lifestyle do I want in retirement?

  • Will my current superannuation savings be enough?

For most of us, the compulsory superannuation guarantee from our employers simple isn’t enough to provide us with the type of retirement that we want. That’s why it’s vital to seek advice from a qualified professional, who understands the complexity, tips and tricks of boosting your superannuation balance. It’s also essential that you start the planning process as early as possible, as your opportunities to contribute to super decreases over time. The value of $1,000 today can easily double over the next ten years, that’s why it is vital to seek advice now so that your superannuation is invested and working hard for you. Get in touch with us and we can work with you for the best superannuation and retirement planning to help you live life just the way you want.

Looking after your loved ones

Retirement planning shouldn’t be solely be focused on funding your lifestyle; it’s also essential to consider estate planning and aged care. The reality is that some of us may end up requiring a higher level of care in our twilight years, and aged care can be complicated and expensive.

A comprehensive estate plan is also crucial to ensuring that your loved ones are cared for when you pass, decisions can be made in your best interests if you were to lose your independence, and your estate is distributed the way you want it to be.

Centrelink

As anyone who has experienced the service levels that Centrelink provides, claiming a benefit can be a slow, arduous and confusing process. Not only are the eligibility tests complicated, but the actual process of lodging an application for something like the aged pension can sometimes defy logic.

The team at CREATE & PROTECT understand the ins and outs of Centrelink, and we can guide you on the what, when, where and why of applying for benefits – let us be the ones who sit on hold for hours!

How can we help?

CREATE & PROTECT service clients from all walks of life, and with families of our own, we have personal experience with the issues around retirement, estate planning and funding aged care. Let us take the complexity and uncertainty out of the equation by making an appointment with us today. We can assist you with all your needs for retirement planning in Melbourne.

Your Questions, Answered

As a Financial Planners we can provide answers to all your financial planning questions on a range of financial planning matters.

 

Call us today on 1300 707 955

or SEND US AND EMAIL

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